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Paraplanner

Job No: RS29348
Location: Deakin, ACT

  • EARN a Generous Salary, Negotiable Dependent on Experience 

  • Join a Dynamic & Growing Financial Services Business 

  • Initial 6 Month Maternity Contract | Fast Paced Environment

  • Become an Integral Part of a Friendly & Supportive Team

 


Our Client


Our client is a leading private client financial planning practice based in Deakin. They are an exciting, dynamic and growing company and focus on providing high-level strategic and product advice to a limited number of loyal clients on a fee basis. Their main focus is to deliver outstanding advice solutions and maintain the high levels of service they have achieved over the years. 

The Opportunity


Our client is seeking a Paraplanner to join their company in Deakin, ACT with the potential to earn a Generous Negotiable Salary + Superannuation | Based on an Initial 6 Month Maternity Contract.  

The primary purpose of this position is to be the coordinator between the advisors and external companies. 

Reporting directly to the Principal some of your responsibilities include:


  • Coordinating preparation of written financial advice
  • Strategy and product research
  • Liaising with advisers and external companies
  • Preparation for annual review meetings
  • Writing records of advice
 
To be successful in this role you will ideally have 2+ years experience as a Paraplanner, however, someone with strong industry experience and excellent coordination skills would also be considered.

Candidates who are RG146 qualified and have experience using the software Coin would be looked upon favourably, but it is not essential for the role.  

Key to this role, is your excellent communication skills, strong time management abilities and your ability to work well within a team.

Apply today and don't miss out starting this exciting opportunity as soon as possible.

 

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